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02/03/2026

India represents just 4% of the world’s market cap. Are your investments capturing the opportunities in the other 96%?

Yatin Shah, Co-Founder of 360 ONE and CEO of 360 ONE Wealth, shares the vision behind Worldview, our international investment forum designed to help you navigate and capitalize on global markets.

As massive global themes like Artificial Intelligence, the reshoring of high-tech manufacturing, and resource nationalism reshape the world economy, it has never been
more crucial to look beyond our borders.

Through Worldview, we are empowering Indian investors to truly diversify their portfolios.

Following a successful edition of Worldview, backed by strategic and research partnerships with global leaders like UBS, Breakout Capital, 13D, Gavekal Research, and Capital Group, 360 ONE is committed to bringing the best global insights and wealth creation opportunities directly to our clients.

Tune in to hear how we are expanding Indian horizons in global investing, and stay tuned for the next edition of Worldview!

02/03/2026

Are you ready to look beyond the usual investment strategies?

For the past 10-15 years, investing seemed simple for most: focus on the Indian stock market and passive US indices. But the global landscape is changing!

Sahil Kapoor, CFA , Head of Wealth Products at 360 ONE Wealth, highlights the exciting opportunities emerging in “forgotten asset classes” like US small caps, European stocks, commodities, and emerging markets.

While a lack of strong returns over the last decade might make some investors hesitate, the current investment case for these markets is highly compelling.

We are committed to educating investors and bringing together the best global minds to help you navigate these shifts and uncover new avenues for growth

01/03/2026

Are passive indexes really the best way to capture economic growth?

Bradford Freer, Portfolio Manager, Capital Group discusses how true active management involves taking calculated risks driven by long-term, fundamental analysis.

He points out that indexes themselves are inherently active, constantly changing, and don’t always accurately represent the broader economy.

For active stock pickers, the real opportunity lies in being highly aware of index weightings and making deliberate statements on both the positive and negative sides. Freer highlights that adding alpha to client portfolios isn’t just about what you buy, it’s also about knowing when to avoid heavy-weighted index companies that have high valuations or weak investment theses.

Conversely, active managers can drive outperformance by building large, high-conviction positions in smaller companies that are underrepresented in the index.

As Freer puts it: “We are not in the business of not taking risks... [we are] in the business of finding anomalies in how risk is priced”

At 360 ONE WAM, we partner with global leaders like Capital Group to bring these expert, active strategies to your portfolio so you can confidently navigate concentrated benchmarks.

01/03/2026

Which emerging market is looking the most promising right now?

Swanand Kelkar, Managing Partner at Breakout Capital Advisors, shares why he is currently most bullish on Latin American equity markets, with a special focus on Brazil .

Despite offering great opportunities, Brazilian companies are still trading at cheap valuations compared to other global markets. Looking ahead over the next 12 to 24 months, several key catalysts make Brazil an exciting market:

1. Political Tailwinds: A recent trend toward right-leaning leadership in the region (such as in Argentina) could be a highly positive catalyst for the markets if replicated in Brazil’s
upcoming elections according to Kelkar.

2. Potential Rate Cuts: Brazil currently has high real interest rates, creating room for future rate cuts that will help stimulate the economy and boost corporate earnings.

3. Quality Investments: The region currently offers fantastic, high-quality companies that are ripe for investment.

Watch the video to hear more about the bull case for emerging market equities.

28/02/2026

Is China’s AI sector the next big play for investors?

Christopher Beddor, Deputy China Research Director, Gavekal Research at the inaugural Worldview event by 360 ONE highlights how China’s tech sector is taking a very different approach to AI compared to Western developers like OpenAI and Anthropic.

Instead of selling closed-source systems directly to consumers, Chinese tech firms are offering open-source models at little to no cost, making their money by charging for cloud services instead.

This unique strategy provides significant business and geographic diversification, allowing these companies to sell to both domestic users and emerging markets.

With real technological breakthroughs happening and underlying revenue growth starting to pick up, these AI investments are beginning to pay off, creating a compelling and opportunistic area for investors.

28/02/2026

Why is the bull market in gold continuing to reach new highs?

Arvind Sachdeva, Chief Market Strategist, 13D Research & Startegy at the inaugural Worldview event by 360 ONE breaks down the powerful, long-term forces driving
gold’s momentum.

Key factors include:

1. Mounting US Debt: With $39 trillion in accumulated debt, eventual currency devaluation and inflation are strong reasons to hold gold.

2. Relentless Central Bank Buying: Central banks are not just buying gold year after year, but accelerating their purchases.

3. Strong Global Demand: We are seeing robust investor demand from China and India.

4. Untapped US Potential: While traders are active, the broader US public and large capital haven’t fully rotated into gold yet, as much of the focus has been on AI.

The fundamentals are strong, and they may be getting even stronger. Watch the full video to understand why this gold bull market has a lot more room to run.

27/02/2026

How is Europe navigating its energy crisis and reducing its reliance on Russian fossil fuels?

Didier Borowski, Head of Micro Policy Research, Amundi, at the inaugural
Worldview event by 360 ONE breaks down the macroeconomic impact of the energy price shocks following the invasion of Ukraine, which initially caused the European Union to lose
competitiveness.

To bounce back, the EU launched the REPowerEU program, a strategic response built on three key pillars:
1. Saving energy
2. Developing renewables
3. Diversifying supplies

The strategy is already showing impressive results! The EU has successfully cut its gas demand by 18% and boosted renewables to make up 47% of its electricity.

As Europe looks toward its goal of ending dependence on Russian fossil fuels by 2027, thefocus is now on creating a unique energy mix that balances renewable energy with the
region’s nearly 100 nuclear reactors, which already provide 25% of its electricity.

Watch the full video to learn more about how this shifting energy landscape is shaping Europe’s economic future.

27/02/2026

Navigating your investments in an increasingly multipolar world? 🌍

Suresh Tantia, Head CIO- Asia Equity Strategy, UBS talks about how the global landscape is shifting, bringing both new geopolitical risks and unique opportunities at the inaugural Worldvuew event by 360 ONE. To safeguard and grow your portfolio, consider these two key strategies:

1. Make Gold a Must-Have: You never know when markets might drop or unexpected geopolitical events might occur. Gold acts as a vital “piggy bank” and a defensive asset to protect your wealth during uncertain times.

2. Diversify Beyond the US: The US isn’t the only game in town anymore. It’s time to reduce reliance on US stocks and look toward opportunities in Europe (driven by industrials and defense), Japan (backed by new leadership), and China (building its own AI systems).

How are you diversifying your global portfolio to prepare for the future? Let us know in the comments.

Not just speakers.The people in this room have built empires, disrupted industries, and rewritten what’s possible for In...
25/02/2026

Not just speakers.

The people in this room have built empires, disrupted industries, and rewritten what’s possible for India.

The 4th Edition of 360 ONE Founders Day brings together the architects, the visionaries, the founders - the ones who don’t just witness change, they create it.

27 February 2026

AI. Private Credit. Real Assets. Energy Transition. Consumer. These aren’t just buzzwords or market segments, they’re th...
24/02/2026

AI. Private Credit. Real Assets. Energy Transition. Consumer.

These aren’t just buzzwords or market segments, they’re the fundamental forces reshaping our economy and defining where the next wave of transformational value will be created.

On February 27th, 360 ONE Founders Day 2026 brings together the minds that matter: visionary founders, forward-thinking policymakers, and industry leaders who are actively building tomorrow, today.

360 ONE partnered with The Indian Express for Express Adda, an exclusive conversation with Sam Altman, CEO of OpenAI, an...
23/02/2026

360 ONE partnered with The Indian Express for Express Adda, an exclusive conversation with Sam Altman, CEO of OpenAI, and Anant Goenka, Managing Director of The Indian Express Group, held in Delhi on 20 February.

The session cut through the noise on where AI is truly headed. From the pace of capability development to the infrastructure wars shaping global dominance, it was a rare, unfiltered view into the forces rewriting our world.

Here’s what stood out:

- AI capability is advancing exponentially faster than most predicted.
- AGI is moving from theory toward tangible reality.
India is a serious AI builder ecosystem.
- Work will evolve; adaptability will define the winners.
- Infrastructure, compute, energy, and chips will shape global leadership.
- In an AI-driven world, human connection remains irreplaceable.

These aren’t predictions. They’re the new rules of the game.

From “what are we doing?”to “we’re sailing?!”Only on Spontaa 💛
22/02/2026

From “what are we doing?”
to “we’re sailing?!”
Only on Spontaa 💛

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